CFO
HSBC icon

CVA Family Office’s HSBC HSBC Stock Holding History

CVA Family Office’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Hold
136
– – ﹤0.01% 953
2025
Q4 		$10.7K Hold
136
– – ﹤0.01% 787
2025
Q3 		$9.65K Hold
136
– – ﹤0.01% 813
2025
Q2 		$8.27K Sell
136
-18
-12% -$1.02K ﹤0.01% 831
2025
Q1 		$8.84K Hold
154
– – ﹤0.01% 818
2024
Q4 		$7.62K Hold
154
– – ﹤0.01% 829
2024
Q3 		$6.96K Hold
154
– – ﹤0.01% 809
2024
Q2 		$6.7K Buy
154
+50
+48% +$2.15K ﹤0.01% 797
2024
Q1 		$4.09K Buy
104
+52
+100% +$2.03K ﹤0.01% 859
2023
Q4 		$2.11K Buy
+52
New +$2.01K ﹤0.01% 906
2023
Q3 		– Sell
-49
Closed -$1.94K – 550
2023
Q2 		$1.94K Buy
+49
New +$1.83K ﹤0.01% 888

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return